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Business Analyst, Salesforce for Nonprofits

Remote, USA Full-time Posted 2025-07-27
    Description:
  • Tenacious, pragmatic, with a keen sense of humor? You just might be an Idealist!
  • At Idealist Consulting, we are innovators and problem-solvers committed to global progressive action. We help organizations grow through Salesforce implementation, marketing automation, and custom application development.
  • As a Salesforce Managed Services: Business Analyst you’ll work closely with clients to provide post implementation support, system optimization, and/or ongoing administration as contracted.
  • Provide system administration, design, and optimization services inline with Managed Service contract engagement standards & SLA’s
  • Educate, guide, and empower clients in the Idealist Way
  • Balance response times and approvals across multiple assignments
  • Plan activities from requirements to solution design using prescribed project management tools and delivery methodologies to ensure continuity in communication and project quality
  • Escalate client or consultant capacity concerns to Client Success for resolution support
  • Design and implement Salesforce solutions, to meet client needs, identify opportunities for business process and system alignment and optimization
  • Facilitate client need assessment, through user story collection, grooming, and prioritization
  • Favor declarative configuration with custom fields, objects, layouts, views, reports, dashboards, and automation
  • Support validation and user acceptance testing
  • Ensure baseline data integrity, hygiene, and security
  • Provide documentation to empower client understanding and ownership of their system
  • Facilitate the selection and implement third-party solutions and applications as needed
  • Translate client business requirements into well-architected solutions that best leverage the platforms, products, and applications
  • Lead data mapping efforts during solution design and implementation phases, ensuring data integrity and usability across systems
  • Provide on project mentorship for Jnr Consultants and new hires
  • Assist Sales and Services Teams in preparing estimates for implementation, providing detailed level of effort estimates for proposed solutions and Alert Client Success of new opportunities as identified
  • Stay up to date on Salesforce best practice, ecosystem trends, and product releases
  • Advise and train clients on product enhancements, new functionality, and adoption opportunities
    Requirements:
  • Baseline Expectation:
  • Nonprofit Cloud Consultant Certification
  • Current working knowledge of Salesforce for nonprofits recent releases and roadmap
  • Able to solve automation requirements with Flow
  • Excellent verbal and written communication skills including the ability to translate technical concepts to a non-technical audience
  • Ability to balance multiple project assignments at one time
  • Creative and analytical thinking with a passion for solving customer problems with software solutions
  • Understanding of nonprofit business process and complexities
  • Extra Credit:
  • Additional Salesforce certifications such as: Experience Cloud
  • Previous experience as a Salesforce for Nonprofit consultant
  • Experience managing projects or engaging in projects with technical and cross-functional components
    Benefits:
  • Equitable total compensation package with base salary and monthly utilization awards
  • Humane work weeks and a Hybrid Work Policy that allows you to work from wherever you are (as long as there’s an internet connection)
  • Healthcare benefit package options that cater to all lifestyles
  • Generous paid time off plans that grow over time
  • Paid volunteer time to encourage community involvement and a service mindset
  • 401k employer match and short term leave available with tenure

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